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🥝 Paraplanner - Cambridge

Blakemore Recruitment | Cambridge, United Kingdom | Posted June 01, 2026

Paraplanner - Cambridge

Job Description

We are currently recruiting for a Financial Planning practice near Cambridge who are looking to recruit a Paraplanner.

You would be required to have a minimum of 2 years' experience of working in financial services. You will support the Chartered Financial Planners dealing with high net worth clients proving holistic financial planning including areas such as Pensions, Investments, Protection and non-mainstream investments.


Main Duties:


Understanding / Analysis / Recommendation

  • Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client’ and the firm’s policies

  • Ensure that all compliance documentation is present and correct

  • Collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan and strategy to meet the client needs and objectives

  • Undertake comparative research including completing calcul...

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